LOWERY THOMAS, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
55
Quarter
2025 Q4
Top Holding
SCHG (13.1%)
Top 10 Concentration
58.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 55
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHG
SCHWAB STRATEGI...
ETF 13.10% 13.16% #1
Prev: #1
5.2 -3,286 -0.5%
P
S
710,912 $23,189,952 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 9.88% 9.96% #2
Prev: #2
4.0 -275 -1.0%
P
S
27,877 $17,482,585 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQM
INVESCO EXCH TR...
ETF 6.30% 6.56% #3
Prev: #3
2.5 -1,831 -4.0%
P
S
44,110 $11,156,309 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDX
SCHWAB STRATEGI...
Bond/Debt 5.64% 5.65% #4
Prev: #4
2.3 -4,895 -1.3%
P
S
366,970 $9,985,264 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 5.14% 5.25% #5
Prev: #5
2.1 -298 -2.2%
P
S
13,350 $9,103,709 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 4.48% 4.51% #6
Prev: #6
1.8 -88 -0.7%
P
S
12,910 $7,930,700 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 3.73% 3.79% #7
Prev: #7
1.5 -73 -0.5%
P
S
13,929 $6,592,372 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHV
SCHWAB STRATEGI...
ETF 3.71% 3.76% #8
Prev: #8
1.5 -1,807 -0.8%
P
S
221,889 $6,570,141 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMH
VANECK ETF TRUS...
ETF 3.66% 3.38% #9
Prev: #9
3.5 83 0.5%
P
S
18,003 $6,483,590 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWB
ISHARES TR
ETF 3.15% 3.14% #10
Prev: #10
3.3 41 0.3%
P
S
14,923 $5,572,944 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 2.62% 2.34% #11 2
Prev: #13
3.1 8,074 14.8%
P
S
62,551 $4,633,134 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWO
ISHARES TR
ETF 2.51% 2.76% #12 1
Prev: #11
1.0 -1,179 -7.9%
P
S
13,753 $4,442,374 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JEPI
J P MORGAN EXCH...
ETF 2.48% 2.47% #13 1
Prev: #12
3.0 1,609 2.1%
P
S
76,652 $4,387,543 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VUSB
VANGUARD BD IND...
ETF 2.13% 2.04% #14
Prev: #14
2.9 4,828 6.8%
P
S
75,503 $3,763,069 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLDR
FIDELITY MERRIM...
ETF 2.11% 2.00% #15
Prev: #15
2.9 5,384 7.8%
P
S
74,451 $3,739,693 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHZ
SCHWAB STRATEGI...
ETF 2.01% 1.85% #16 1
Prev: #17
2.8 15,718 11.5%
P
S
152,568 $3,565,516 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XMMO
INVESCO EXCHANG...
Bond/Debt 2.01% 1.99% #17 1
Prev: #16
2.8 215 0.8%
P
S
25,689 $3,556,834 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHO
SCHWAB STRATEGI...
ETF 1.88% 1.81% #18
Prev: #18
2.8 8,050 6.3%
P
S
136,538 $3,327,424 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 1.72% 1.77% #19
Prev: #19
0.7 -872 -3.0%
P
S
28,530 $3,044,098 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIOG
VANGUARD ADMIRA...
ETF 1.68% 1.71% #20 1
Prev: #21
2.7 192 0.8%
P
S
24,534 $2,975,672 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWP
ISHARES TR
ETF 1.67% 1.77% #21 1
Prev: #20
0.7 -50 -0.2%
P
S
21,526 $2,947,753 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DIA
SPDR DOW JONES ...
ETF 1.59% 1.66% #22
Prev: #22
0.7 -355 -5.7%
P
S
5,855 $2,813,618 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 1.48% 1.43% #23
Prev: #23
2.6 3,600 3.8%
P
S
97,559 $2,625,326 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.18% 1.13% #24 1
Prev: #25
0.5 -28 -0.4%
P
S
7,688 $2,089,953 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOT
VANGUARD INDEX ...
ETF 1.15% 1.22% #25 1
Prev: #24
2.5 105 1.5%
P
S
7,304 $2,038,816 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 55 holdings

Unlock Full LOWERY THOMAS, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics